Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,573 | $105,623-80.5% | $87,502-76.5% | $273,972-92.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 7.42% | 12.26%-4.8pp | 12.21%-4.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,146 | $3,141+0.2% | $2,550+23.4% | $4,869-35.4% |
| Participant deferral / active EE | $5,598 | $3,601+55.5% | $3,149+77.8% | $5,287+5.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |